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CIK: 0001546967
Total reported value
$598.4M
$598.4M
117 檔
21.4%
As reported in its official Q1 2026 Form 13F filing, Iowa State Bank's tracked investment portfolio stood at $598.4M with 117 total positions.
In Q1 2026, Iowa State Bank adopted a defensive or profit-taking posture, trimming 56 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPHY, IEFA, IJH) accounted for 21.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 5.98% | -0.36% | +133.39% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.75% | -0.05% | +6.66% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.73% | +0.22% | -1.44% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.57% | +0.33% | +30.24% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.55% | -0.19% | +2.79% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.06% | -3.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.41% | -5.02% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | +0.13% | +5.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.24% | +0.38% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.32% | +0.22% | -36.00% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.17% | -0.57% | +8.41% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.90% | +0.54% | +2.04% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.05% | -2.43% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.81% | +0.09% | -10.01% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.79% | +0.06% | -0.89% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.60% | -0.43% | +5.71% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.53% | -0.01% | -1.46% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.08% | -9.63% | |
| 19 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.48% | +0.03% | -19.31% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.04% | +15.21% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.09% | -5.51% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.31% | +0.23% | +832.04% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | +0.11% | -0.13% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.27% | +0.03% | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.24% | -0.12% | -1.15% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | +0.04% | -4.63% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | +0.43% | -1.82% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.11% | +0.07% | +9.12% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.01% | -0.28% | +20.47% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.11% | +6.85% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 1.01% | -0.11% | +3.79% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.01% | -2.78% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.10% | +11.68% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.37% | -6.14% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.93% | -0.04% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.19% | -0.08% | |
| 37 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.88% | -0.07% | +0.23% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.16% | -9.16% | |
| 39 | PRU | Prudential Financial Inc | Stock-Financials | 0.84% | -0.09% | +3.56% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.05% | -1.89% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.17% | -6.17% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.16% | +6.27% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.06% | +0.71% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.64% | -0.19% | -0.14% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.58% | +2.87% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.62% | -0.05% | -2.08% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.04% | -1.09% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.61% | -0.02% | -17.72% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | — | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | — | -0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +3.3% | +133.39% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +1.2% | +832.04% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +30.24% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.7% | +8.41% | Add |
| 5 | CVX | Chevron CORP | +0.5% | +5.71% | Add |
| 6 | 6D8 | Dupont De Nemours Inc | +0.4% | +163.89% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.66% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | -1.82% | Trim |
| 9 | DUK | Duke Energy CORP | +0.1% | +3.79% | Add |
| 10 | ETN | Eaton Corporation plc | +0.1% | -0.13% | Trim |
| 11 | VZ | Verizon Communications Inc | +0.1% | -6.17% | Trim |
| 12 | ADI | Analog Devices Inc | +0.1% | +0.64% | Add |
| 13 | HON | Honeywell International Inc | +0.1% | +1.15% | Add |
| 14 | T | At&t Inc | +0.1% | +3.32% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -9.63% | Trim |
| 16 | PEP | Pepsico Inc | +0.1% | -0.08% | Trim |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | -0.47% | Trim |
| 18 | COST | Costco Wholesale CORP | +0.1% | +1.29% | Add |
| 19 | LIN | Linde plc | +0.1% | -2.60% | Trim |
| 20 | AMT | American Tower CORP | 0% | +12.21% | Add |
| 21 | PFE | Pfizer Inc | 0% | -1.65% | Trim |
| 22 | JNJ | Johnson & Johnson | 0% | -0.19% | Trim |
| 23 | AMGN | Amgen Inc | 0% | -1.09% | Trim |
| 24 | CSCO | Cisco Systems Inc | 0% | +2.04% | Add |
| 25 | RTX | Rtx CORP | 0% | -1.15% | Trim |
| 26 | EXC | Exelon CORP | 0% | -0.62% | Trim |
| 27 | WM | Waste Management Inc | 0% | +0.40% | Add |
| 28 | DE | Deere & Co | 0% | +11.85% | Add |
| 29 | YUM | Yum! Brands Inc | 0% | +0.23% | Add |
| 30 | WMT | Walmart Inc | 0% | -7.23% | Trim |
| 31 | HSY | Hershey Co/the | 0% | -5.87% | Trim |
| 32 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 33 | TJX | Tjx Companies Inc | — | -1.96% | Trim |
| 34 | DFIV | Dimensional International Va | — | — | Unchanged |
| 35 | CATX | Perspective Therapeutics Inc | — | — | Unchanged |
| 36 | VEA | Vanguard Ftse Developed ETF | — | +2.42% | Add |
| 37 | RY | Royal Bank Of Canada | — | — | Unchanged |
| 38 | VNQ | Vanguard Real Estate ETF | — | +4.04% | Add |
| 39 | PFG | Principal Financial Group | — | -3.89% | Trim |
| 40 | MDLZ | Mondelez International Inc-a | — | -6.12% | Trim |
| 41 | MUB | Ishares National Muni Bond E | — | +2.64% | Add |
| 42 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 43 | CWI | State Street Spdr Msci Acwi | — | -1.15% | Trim |
| 44 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 45 | DFNM | Dimensional National Muni Bd | — | — | Unchanged |
| 46 | VGIT | Vanguard Intermediate-term T | — | — | Unchanged |
| 47 | AFL | Aflac Inc | — | — | Unchanged |
| 48 | MEAR | Ishrs Short Mat Muni Act ETF | — | — | Unchanged |
| 49 | IHF | Ishares U.s. Healthcare Prov | 0% | — | Unchanged |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.47% | Trim |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 117 disclosed positions in Q1 2026.
During Q1 2026, Iowa State Bank's top holdings by market value included SPHY (6.0%)、IEFA (5.8%)、IJH (4.7%). The largest single position, SPHY, represented 6.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
KO
市值: $3.3M
Top Position Liquidated / Trimmed
EOG
前期市值: $2.4M
In Q1 2026, Iowa State Bank made 105 total portfolio adjustments, initiating 4 new buys, adding to 38 positions, trimming 56 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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